📨 Configuring a Notification V2

Here, you will learn to configure a notification letter.

CONFIGURING A NOTIFICATION REQUIREMENT

Select  Create New Notification Letter from the left navigation menu in the Notification Letter App.

Locate the Actions Gear button to the right of the screen and select Create New Requirement from the drop-down menu.

Type a Name and Description, and choose the Notification Type.

Next, select a Student Detail Report Definition and District Compliance Report Definition from the drop-down menu.

Click Save & Continue from the drop-down menu in the top right corner.

 A new window should appear for the Email Template. Modify the Subject and Body, and add a Reply Email Address if you choose. Then click Next.

Select all of the Risk indicators that will be used to find students who are at risk and need a notification. Next, click the check mark(s) to the left of the chosen option, then click Apply. If prompted, select Save to save your work so far, then continue by clicking Next.

Select the Report Definitions used to generate the Notification Letters, click Save if prompted, and Next. our Notification Requirement has now been successfully created.

CONFIGURE THE NOTIFICATION LETTER

Select Create New Notification from the left navigation menu of the Notification Letters App.

Select the letter you would like and click Build Notification Letter. Name the letter, optionally add a description, and a default report. 

Click Save and Continue from the drop-down menu to the right.

You will be presented with an Email Template. You can modify it or select a report if any are available.  

On the next screen, select the student groups. The notification applies to all students who meet some qualifying condition, which can include a large number of students. Therefore, with this notification, the user can select one or more student groups to limit the list of students for whom they will be counted. 

Within the student name column, we see the student's status. Each student is either in a state of Notification Required, Notification no longer Required, or Notification Fulfilled. The first time the screen is opened, only students who require a notification appear, and no notifications have been sent. As time passes, some students will transition to a Notification no longer required. However, they will remain on the list to allow the user to view prior notification deliveries or attempts. nce a notification has been signed and returned, the student will appear with a status of 'Notification Fulfilled'.

Under the Actions Gear, you may filter, generate, or delete letters.

Click Save and Next. The letter has been created and can be found under My Notification Letters.

Select your letter and click Notify.

Under the Deliveries Tab, click the Action Gear,  and choose Generate Letters from the drop-down menu.

A new window will appear. Choose manual or electronic generation, generate mailing labels or not, the document to generate, and the custom file name format.  

After clicking generate, it will begin creating the documents for the students. An email will be sent at this time. You will have an opportunity to review the generated documents and then decide to send them all or send them to an individual student.

Once generated, send the Notification Letters to Parents. 

Manually -- print and mail paper. The generated file will be downloaded as a PDF that includes mailing address labels and individual student documents for mailing purposes.

Electronically send emails with links to secured electronic documents. 

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